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iShares Russell 1000 Growth ETF

960 hedge funds and large institutions have $26.4B invested in iShares Russell 1000 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 293 increasing their positions, 380 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 948960 (+12)

2% more capital invested

Capital invested by funds: $26B → $26.4B (+$458M)

4% less funds holding in top 10

Funds holding in top 10: 153147 (-6)

17.27% less ownership

Funds ownership: 270.43%253.16% (-17%)

23% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 380

68% less call options, than puts

Call options by funds: $33.7M | Put options by funds: $104M

Holders
960
Holders Change
+12
Holders Change %
+1.27%
% of All Funds
21.98%
Holding in Top 10
147
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.92%
% of All Funds
3.37%
New
60
Increased
293
Reduced
380
Closed
40
Calls
$33.7M
Puts
$104M
Net Calls
-$70M
Net Calls Change
-$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Advisornet Financial
Minnesota
$26.5M -$570K -16,136 -2%
SWP
102
Stratos Wealth Partners
Ohio
$26.4M +$817K +23,156 +3%
CL
103
CPWM LLC
Washington
$26.1M -$286K -8,092 -1%
MBT
104
Montecito Bank & Trust
California
$26M +$1.5M +42,528 +6%
SGAM
105
Stephens Group Asset Management
Arkansas
$26M -$2.14M -60,720 -8%
PFPT
106
Pinnacle Financial Partners (Tennessee)
Tennessee
$25.9M -$1.01M -28,604 -4%
QI
107
QS Investors
New York
$25.8M -$1.12M -31,716 -4%
MCM
108
MV Capital Management
Maryland
$25.7M -$1.4M -39,656 -5%
FIG
109
FundX Investment Group
California
$25.3M -$1.7M -48,196 -6%
SQA
110
Simon Quick Advisors
New Jersey
$24.4M +$524K +14,836 +2%
AI
111
Accredited Investors
Minnesota
$24.4M -$574K -16,268 -2%
CA
112
Cetera Advisors
Colorado
$24.3M -$552K -15,644 -2%
JIC
113
Johnson Investment Counsel
Ohio
$23.9M -$62.1K -1,760 -0.3%
MCM
114
MAI Capital Management
Ohio
$23.9M +$425K +12,052 +2%
FAM
115
Flaharty Asset Management
Florida
$23.7M +$2.15M +60,788 +10%
BCA
116
Berman Capital Advisors
Georgia
$23.5M -$334K -9,472 -1%
FCI
117
Financial Counselors Inc
Kansas
$23.4M +$207M +5,854,220 +883%
IIC
118
Integrated Investment Consultants
Michigan
$23.3M -$98.7K -2,796 -0.4%
BF
119
BOK Financial
Oklahoma
$23.2M +$575K +16,276 +3%
AP
120
Advisors Preferred
Maryland
$23M +$3.61M +102,344 +19%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$22.3M +$682K +19,312 +3%
Two Sigma Investments
122
Two Sigma Investments
New York
$22.2M +$19.8M +560,400 +966%
CAL
123
Capital Advisors Ltd
Ohio
$22.2M +$233K +6,608 +1%
AG
124
Advisor Group
Arizona
$22.1M -$2.71M -76,912 -11%
HMC
125
Higher Moment Capital
Massachusetts
$21.9M +$8.73M +247,264 +69%